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Financial Services Sessions

Tuesday, November 8

10:45am

Barclays Capital Delivers Interactive Access to Data at Massive Scale

With over a billion risk points a day and data stored in multiple platforms for different asset classes, the challenge at Barclays was to get a daily consolidated view of their risk exposure, and also provide a way for analysts to interactively drill down to transaction level details to identify issues. Chuck Chakrabarti, Vice President at Barclays, will describe their move to a big data architecture, the challenges faced and lessons learned, and their evaluation of a solution using Kyvos, Tableau, and Cloudera. In this talk, he will cover how to operationalize big data in your organization, common pitfalls to watch out for, tools and methods that worked and didn’t work, and requirements for self-service analytics.

12:15pm

Interactive Forecasting at Visa: Using Tableau to Forecast the Growth of Virtual Machines

Visa offers dozens of products to financial institutions, merchants, and consumers that are powered by applications that run on "virtual machine" servers in Visa data centers. Managing the underlying hardware requires the ability to forecast future server needs well in advance, to ensure that equipment is in place when it is needed. Forecasting anything involving technology using only historical-based trends is fraught with peril, so a forecasting model that allows for user adjustments is important. This session will detail out a technical approach for building an interactive Tableau forecasting model that combines historical-based forecasting with user-controlled adjustments.

What Lies Beneath: How EY Fights Cybercrime & Insider Threat

The advent of the digital world and the Internet of Things has opened a whole new playing field of vulnerabilities and complex fraud risks. While most organizations have remained focused on external threats, the insider threat posed by employees, contractors and third-parties with access to an organization's IT systems presents one of the foremost fraud and information security concerns. Many organizations have made great strides in combating external cybercrime and cybersecurity fraud risks, though tackling the threat from within requires a new way of thinking and visualizing data.

We will first explore the process of using visualization to identify an organization's digital "crown jewels" and effectively understand the insider threat. We will then turn our attention to effective strategies for managing this threat, often blending multiple data sources and tools in new ways using Tableau. We will explore tangible ways in which our investigators and clients are leveraging Tableau to effectively prevent, detect and control these risk areas for organizations of different sizes and risk profiles. Through our session, we will deconstruct several real-world examples and highlight best practices and pointers.

3:15pm

How Cross Country Home Services Leveraged Tableau Online to Improve Their Client-Vendor Relationships

Prior to Tableau there was no good system for sharing data between Cross Country Home Services (CCHS) and our clients. Even data insights were limited to static PowerPoint presentations.

After Tableau, CCHS used Tableau Online to share visualizations and data and Tableau Online Sync Client for database updates. Together these systems allowed for fluid, interactive, and updated communication between CCHS and their clients.

Come to this session to learn more about the client-vendor relationship in order to bring more efficient data management and strategic discussions to your organization. Attendees will also see how the unique Tableau Online environment enabled CCHS to create dynamic dashboards which would not of been possible on Tableau Server - dashboards that our clients love.

Wednesday, November 9

10:45am

Learn how KPMG is providing better and faster analytics to its healthcare clients by utilizing Datawatch’s self-service data preparation solution. Better insights come from using data that you never thought possible-–data from PDFs, web pages, JSON, BI reports. Faster comes from pre-processing the data in a very natural, intuitive way to remove the 80% of time analysts spend preparing data. KPMG is able to access, combine, prep and clean their client’s financial data and push directly into Tableau for faster analysis and insight.

12:15pm

MEETUP: Financial Services

This informal gathering is a chance for you to connect with other Tableau users in banking, securities and investments, and insuranc e and learn about the value they have seen in key solution areas with Tableau. During the meetup, you’ll have time for general networking and more in-depth table conversations. Meetup seating is filled on a first come, first seated basis; space is limited.

1:45pm

Building a COE at Wells Fargo: Next Level Governance at Large Scale

Over the last two years, users of our Tableau Server production platform grew over 500% to a total of nearly 30,000 users today! During this explosive growth, governance and best practices took a (temporary) back seat, and problems like extract refresh delays and hardware resource constraints soon bubbled to the surface. Enter the Wells Fargo Business Intelligence Competency Center! Join us to hear how we boosted the environment’s efficiency by establishing governance, best practices and optimization throughout the platform.

We’ll discuss a few aspects of our multi-pronged approach such as upgrading hardware, establishing controls for permissions and identity authorization, extract/subscription schedule optimization, and user education focused on performance best practices. Finally, we’ll discuss the many methods the Wells Fargo Tableau BICC employs to evangelize ways to make tenants successful with the platform, and help them connect with us and each other for support.

3:15pm

Fast, modern and agile are not terms most people would associate with the large banks…until now. In this session, you’ll learn how Tableau was deployed globally at JPMorgan Chase, to empower employees across all lines of business and all levels. All while providing levels of control and the data governance expected of regulated financial institutions.

We’ll explore the journey of growing Tableau, see examples of how Tableau is being connected to a wide variety of data sources, and how we build engaging dashboards that communicate insights and tell compelling stories. Learn what contributed to our success, what didn’t work, and where we’re headed next.

How Wells Fargo Reduces Expenses Without Impacting Business Operations

Developing and implementing an enterprise demand management program that impacts all business groups and many of our 270K employees at Wells Fargo is a huge challenge. In this session we will share our journey on establishing an enterprise program focused on reducing third party spend and highlighting how data, analytics and reporting enabled by Tableau is helping us reach our cost savings goals. This session focuses on our journey, the value delivered and lessons learned along the way.

Thursday, November 10

9:00am

In this presentation, you will learn the process of building a parameter-driven "What If" tool that allows users to dynamically explore a statistical model created in Python. We'll focus on the modeling process, extract generation using the TDE API, dashboard design, and the derivation of business insights. We will also share alternative approaches and discuss challenges we faced during development.

10:30am

Tableau does a ton of fantastic stuff that can make your organizations reports waaaay better, right? But what if your audience doesn't want to change the world and is content with PDFs and PowerPoints? This session will take you through one analyst's journey of introducing Tableau to a financial services environment that was either reluctant or downright resistant to the democratization of data that visualization brings... This session, for anyone who deals with data inside the context of a cautious and risk-adverse environment, will take you through some tips, tricks and best practices for deploying and growing Tableau within , including the tactical use of Tableau's features as breadcrumbs in order to have even the most hesitant executive coming to you for more dashboards!

12:00pm

In this session, we'll focus on data visualization's role as a vehicle for discovery and communication in EverBank's digital marketing team. We'll demonstrate a set of exploratory dashboards designed around EverBank.com's search data where content developers can analyze search strings, categories, and navigation paths. This session will also cover the redesign of EverBank's online account opening system, where Tableau dashboards helped to make the case for this project and provided a framework for measuring the system's effectiveness before and after launch.

Stephen demonstrates how the FDIC is envisions using R-integration on their Tableau Server to allow interactors to drive their own visual and statistical analysis, and share best practices on how Tableau users can integrate R into their own dashboards. For this session, Stephen will show how Tableau and R together create a powerful tool for statisticians and non-statisticians to analyze data, using the FDIC's 2013 Survey of Unbanked and Under-Banked Households. Stephen will provide detailed examples and best practices to help those unfamiliar with the R environment, including R-scripts for debugging, multiple regression (OLS and Logit), combining multiple R-queries in a single calculated field.

Taking Actionable Insights to the Next Level at First Tech

At First Tech Federal Credit Union, our small digital analytics team is focused on how to really translate business insights into actionable insights where member facing teams can have data driven intelligent conversations with members. Learn how Tableau was integrated into core fabric of business applications, driving actionable insights such as offering next best action and/or next best offer.

Viz the Grid: How PNC Bank Revolutionized Reporting

Automating reports? Building new dashboards, converting the old and standardizing it all for your enterprise? Are you innovating? Making a difference in your business process? Delivering to mobile? Frustrated with resistance to change? Learn three critical lessons from PNC Bank's BI team to transform your reporting and analytics environment, setting executive managers and individual sales people free to generate more profit. Topics will include: Getting the content right, managing focus groups, the importance of a "Tableau lab," overcoming "first viz shock", change management, making maps meaningful, geocoding tricks, using Google Analytics, engaging Tableau Professional Services, and using the API to build portal components needed for success.